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STANGIER WEALTH MANAGEMENT

CLACKAMAS, OR · CRD 171336 · IAPD ↗ · stangierwealthmanagement.com · 503-257-0057

$300.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
November 2024 — STANGIER WEALTH MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.